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Bettencourt Financial Group

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United States

Founded in

2005 (20 Years)

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Get to know Bettencourt Financial Group

Bettencourt Financial Group is an independent, fee-only financial planning and investment management firm based in Roseville, California. Founded by Tim Bettencourt, the company operates as a fiduciary, committed to placing clients' interests first. They offer a comprehensive suite of services including investment management, retirement planning, estate planning, and risk management, aimed at helping individuals and families achieve their long-term financial goals through a disciplined and personalized approach.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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